Set up the plan

If income drawdown is the most suitable option, the next step is to set up the plan.

We’ll assign a dedicated new business consultant who will use their expertise to set up your client’s plan quickly and efficiently.

Create recommendation

We’ll provide you with suitability templates, quotes and outputs from our tools to help you build your own reports.

Set up the plan

Your dedicated new business consultant will contact you within 24 hours of receiving the application form to acknowledge receipt and will set up your client's plan quickly and efficiently.

Communication

Your new business consultant will keep you informed at every stage of the process. You can also use our new business tracker to keep up to date with your new business pipeline, 24/7.

REVIEW THE PLAN

Last updated: 27 Jan 2017

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London EC3V 0RL.